Position in TROW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$511,605
+$105,975 QoQ
Shares Held
4,500
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#656
of 1,145 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TROW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Westerkirk Capital Inc. holds $4,362,397 across 5 Asset Management names. TROW ranks #4 (11.7% of the industry book) .
All Filings in TROW
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $511,605 | 4,500 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $405,630 | 4,500 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $481,186 | 4,700 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $482,408 | 4,700 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $453,550 | 4,700 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||